Founded in 1989, PENSCO Trust is a regulated banking company with more than $10 billion in assets under custody and 50,000 clients. PENSCO has been a leading alternative asset custodian helping astute investors buy, hold and sell non-publicly traded investments in tax-advantage accounts. Our highly trained staff has expertise in this specialized area of investing that is hard to find elsewhere.
In addition to serving individual investors, PENSCO Trust provides solutions and services to Registered Investment Advisors, financial planners, family offices, accountants, attorneys, and others seeking an alternative asset custodian for their clients.
PENSCO Trust makes it easy to hold alternative investments in retirement accounts.
Our dedicated customer service team handles transactions quickly and efficiently, while being highly attentive to investors and their advisors throughout the investment process and the administration of the asset.
Alternative asset transactions and maintenance can be multifaceted and complicated – a key reason most traditional brokerage firms and retirement plan custodians don’t offer them as an option. Investors rely on us to:
Since 1989, we’ve met the rigorous standards set by the IRS for custodians that hold qualified, tax-advantaged, self-directed retirement accounts. As a non-depository trust company under authority by the state of New Hampshire Banking Department, PENSCO is subject to regular inspections by state auditors.
PENSCO is a banking company regulated by the State of New Hampshire Banking Department. PENSCO's corporate headquarters is in San Francisco.
PENSCO Trust Company does not provide investment advice, does not sell investments, and does not offer tax or legal advice. PENSCO does not evaluate, recommend or endorse any advisory firm or investment. Investments are not FDIC insured and are subject to risk, including the loss of principal.